See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,009 | $111,608-86.6% | $177,821-91.6% | $73,409-79.6% |
| Participation rate | 98.6% | 87.9%+10.7pp | 87.7%+10.8pp | 72.2%+26.4pp |
| Annual return | 188.39% | 18.23%+170.2pp | 48.32%+140.1pp | 59.29%+129.1pp |
| Employer contribution / active EE | $3,446 | $3,796-9.2% | $5,918-41.8% | $2,234+54.3% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |